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Be Advised - Leading with Value

Business & Economics Podcasts

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Location:

United States

Description:

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Language:

English

Contact:

844-949-9497


Episodes

The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)

9/14/2022
Advisor success often leads to new problems: For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process. By delegating, coaching, and offering your expertise in certain areas … Continue reading The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50) →

Duration:00:32:04

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

8/3/2022
When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine. By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to … Continue reading What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49) →

Duration:00:33:48

Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

6/29/2022
Maintaining relationships with clients is crucial for financial advisors. And one of the ways to do this is by constantly connecting with them about their interests or things they care about. In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected … Continue reading Building Relationships Through Magazines with Andrew Saksa (Ep. 48) →

Duration:00:30:43

Trusted Branding with Mike Saunders (Ep. 47)

4/13/2022
When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority. By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself. In this episode, Brad Swineheart … Continue reading Trusted Branding with Mike Saunders (Ep. 47) →

Duration:00:34:04

Step Up Your Practice with Brandon Hegg (Ep. 46)

3/30/2022
When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey. Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors. In this episode, Brad Swineheart speaks with Brandon Hegg, … Continue reading Step Up Your Practice with Brandon Hegg (Ep. 46) →

Duration:00:29:02

The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

3/16/2022
The pandemic has forever changed the way a lot of companies do business. Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in. In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. … Continue reading The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45) →

Duration:00:34:47

Finances & Gains with Marc Lobliner (Ep. 44)

3/2/2022
Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate. Understanding your company’s operation is crucial to overall success. In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO … Continue reading Finances & Gains with Marc Lobliner (Ep. 44) →

Duration:00:31:04

43. Reeling in New Clients with Ed Slott

2/16/2022
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime. Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important … Continue reading 43. Reeling in New Clients with Ed Slott →

Duration:00:33:23

42. Navigating Your Brand Presence on Social Media with Marc Rogers

2/2/2022
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible. Connecting with clients through social media is essential in furthering your current client relationships. In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers … Continue reading 42. Navigating Your Brand Presence on Social Media with Marc Rogers →

Duration:00:28:35

41. Creating Communication Bridges with Jason Brotsky

1/19/2022
When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your long term investments. In this episode, Brad Swineheart speaks with Jason Brotsky, managing partner of Strategic Partners Financial Group, a … Continue reading 41. Creating Communication Bridges with Jason Brotsky →

Duration:00:33:41

40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman

1/5/2022
As a financial advisor, marketing towards clients and prospects can be a tricky process. But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale. In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, … Continue reading 40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman →

Duration:00:36:48

39. Spending More Time and Money on Marketing and Public Relations With Marie Swift

12/22/2021
As a financial advisor, marketing and public relations may not be high on your list of must do. But they should be. Because you not only want to attract new clients but also impress the clients you’ve already got. In this episode, Brad Swineheart speaks with Marie Swift, president and chief executive officer of Impact … Continue reading 39. Spending More Time and Money on Marketing and Public Relations With Marie Swift →

Duration:00:29:01

38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®

12/8/2021
Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients. In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion … Continue reading 38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP® →

Duration:00:29:32

37. The Four Stages of Life Transition With Ross Marino

11/24/2021
Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be. In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called … Continue reading 37. The Four Stages of Life Transition With Ross Marino →

Duration:00:30:49

36. When Life Punches You in the Face, Fight Back With Erik Allen

11/10/2021
Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face. But, are you going to be someone who stands up and fights back? In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” … Continue reading 36. When Life Punches You in the Face, Fight Back With Erik Allen →

Duration:00:30:49

35. Bring In Warm Prospects that Call YOU With Seth Greene

10/27/2021
Are you still cold calling your prospects? What if you discovered a way to have them calling you… In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts. … Continue reading 35. Bring In Warm Prospects that Call YOU With Seth Greene →

Duration:00:22:47

34. The Power of Using Seminars to Grow Your Business With Dean Thurman

10/13/2021
Are you looking for advice about what’s working to grow your business from an advisor who has tried it all? In this episode, Brad Swineheart speaks with Dean Thurman, co-founder of WhiteGlove and co-founder and senior partner of InvestWise Financial. Dean shares his expertise in building relationships through seminars and the tactics he has used … Continue reading 34. The Power of Using Seminars to Grow Your Business With Dean Thurman →

Duration:00:29:53

33. Don’t Refuse the Evolution of Annuities With Dominic Cursio

9/29/2021
Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan. Is there a way to know that these tools have been correctly implemented within your client’s plan? In this episode, Brad Swineheart speaks with Dominic Cursio, … Continue reading 33. Don’t Refuse the Evolution of Annuities With Dominic Cursio →

Duration:00:27:29

32. Chasing A Clear Goal With Paul Kingsman

9/15/2021
Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice? In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven … Continue reading 32. Chasing A Clear Goal With Paul Kingsman →

Duration:00:30:11

31. Accessing Your Level Ten Mindset With Machen MacDonald

9/1/2021
Have you achieved level ten wisdom in business yet? If you seek more clarity and self confidence to build your business, this episode is for you! In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs … Continue reading 31. Accessing Your Level Ten Mindset With Machen MacDonald →

Duration:00:28:13